Plan Ledger DOL Form 5500 · updated monthly

Savannah Distributing Co., Inc.401(k)

SAVANNAH DISTRIBUTING CO. , INC. 401(K) PLAN · SAVANNAH, GA · plan year 2024

Reported admin expense ratio · 2024
0.43%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Savannah Distributing Co., Inc. reported $71,830 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $975 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.47% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 926th-largest of 2,160 plans among Georgia employers on file, and the 2,055th of 4,246 in wholesale trade. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,101,905
Participants with balances222
Active participants533
Employer contributions$519,577
Employee contributions$1,301,621
Employer contribution per active participant$975
Average account balance$81,540
Benefits paid to participants$783,574
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 222 accts · $520K emplr
2023$15.0M · 220 accts · $395K emplr
2022$11.8M · 203 accts · $404K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,218
Investment management$43,612
Total administrative$71,830
The Savannah Distributing Co., Inc. 401(k) match · 2024
Employer contribution per active participant$975
Median for plans this size$2,416
2024$975 per active participant
2023$750 per active participant
2022$800 per active participant

Savannah Distributing Co., Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$28,218
FINTRUST CAPITAL ADVISORS, LLC · Investment advisory (plan)$43,612

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$71,830 · 0.43%
2023$60,190 · 0.45%
2022$58,513 · 0.47%
Same employer
Similar plansWholesale Trade · Georgia
Harbin Lumber Co., Inc. GA$19.5M · 0.36%
Gran Quartz, LP GA$19.4M · 0.41%
Hall Boys, Inc. GA$17.3M · 0.07%
Interra International, LLC GA$17.3M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581099631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.